IAA
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Independent Advisor Alliance’s Sea Limited SE Stock Holding History

Independent Advisor Alliance’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,664
Closed -$2.13M – 1654
2025
Q4 		$2.13M Buy
16,664
+3,423
+26% +$507K 0.05% 295
2025
Q3 		$2.37M Buy
13,241
+214
+2% +$36.7K 0.06% 255
2025
Q2 		$2.08M Buy
13,027
+101
+0.8% +$14.6K 0.06% 268
2025
Q1 		$1.69M Buy
12,926
+1,879
+17% +$233K 0.06% 283
2024
Q4 		$1.17M Buy
+11,047
New +$1.16M 0.02% 684
2023
Q2 		– Sell
-3,046
Closed -$264K – 699
2023
Q1 		$264K Buy
+3,046
New +$208K 0.01% 542
2022
Q4 		– Sell
-4,615
Closed -$259K – 596
2022
Q3 		$259K Sell
4,615
-884
-16% -$61.5K 0.02% 522
2022
Q2 		$368K Sell
5,499
-445
-7% -$37.9K 0.02% 444
2022
Q1 		$712K Buy
5,944
+536
+10% +$75.5K 0.03% 328
2021
Q4 		$1.21M Buy
5,408
+907
+20% +$271K 0.06% 247
2021
Q3 		$1.44M Sell
4,501
-63
-1% -$19.3K 0.08% 204
2021
Q2 		$1.25M Buy
4,564
+516
+13% +$131K 0.07% 232
2021
Q1 		$904K Buy
4,048
+56
+1% +$13K 0.05% 272
2020
Q4 		$795K Buy
3,992
+115
+3% +$20.5K 0.05% 253
2020
Q3 		$597K Sell
3,877
-1,257
-24% -$170K 0.05% 253
2020
Q2 		$551K Buy
+5,134
New +$372K 0.06% 256

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return